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TACO Vs TAW: Fade This (Equity) Rally

TACO Vs TAW: Fade This (Equity) Rally Authored by Peter Tchir via Academy Securities, Ceasefire? The U.S., via Pakistan, and apparently consistent with negotiations being carried out by Witkoff and Kushner, has delivered a 15 point agreement for a ceasefire. Markets responded with oil down (Brent futures, at 5:30 am are back down below $100, from a high of $105 on Tuesday). Stock futures and treasuries are rebounding as well (even the 2-year, after the drubbing it took after yesterday’s auction noticeable for an absence of “direct” bids). Many of the Polymarket Strait of Hormuz “prediction”...
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Mar 24, 2026 / Tyler Durden
California Schools Try Rap While Scores Keep Falling
California Schools Try Rap While Scores Keep Falling Authored by David Manney via PJ Media, California's education system continues to search for answers while student performance struggles to recover. In one case, the Merced City School District approved a contract worth about $270,000 to bring a rap-based curriculum into classrooms, even as academic performance remains weak. AP Photo/Rich Pedroncelli, file The district serves over 11,000 students, yet only 13% meet math proficiency standards. The program includes a summer “Rap Camp” and specialized programming tied to cultural themes, all framed to boost student engagement. The...
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May 20, 2026 / Tyler Durden
The US Is Still A Decade Away From Breaking China’s Rare Earth Hold
The US Is Still A Decade Away From Breaking China’s Rare Earth Hold The U.S. is still at least a decade away from meaningfully reducing its dependence on China for the most critical rare earth minerals, despite billions of dollars in new investment and political pledges to move faster, according to a new report from Bloomberg. While Washington has pushed to build domestic mining, refining, and manufacturing capacity, analysts say China is likely to retain its dominance over heavy rare earths—particularly dysprosium and terbium—until at least the mid-2030s. Those minerals are essential...
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Jun 24, 2026 / Tyler Durden
Medvedev Calls For International Law Mechanism Banning Western Military Bases Abroad
Medvedev Calls For International Law Mechanism Banning Western Military Bases Abroad In a hard-hitting Wednesday address at the St. Petersburg International Legal Forum (SPILF), Dmitry Medvedev, Deputy Chairman of the Russian Security Council, didn't mince words regarding the sprawling global footprint of Western military power. The former Russian president called for the immediate creation of aggressive "legal mechanisms" to counter and dismantle Western military bases stationed on foreign soil, framing them as a direct threat to global stability. Russia has long accused both Washington and NATO of being hegemonic powers -...
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